Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
UNIO CAPITAL LLC (CIK 1730565) reported $466.4M across 21 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CB ($55.0M, 11.79%), COST ($50.9M, 10.92%), MSFT ($44.8M, 9.61%), GOOGL ($42.7M, 9.16%), AAPL ($42.7M, 9.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CB | CHUBB LTD SWITZ | $55.0M | 11.79% | 168,743 | Trimmed |
| 2 | COST | COSTCO WHOLESALE CORPORATION | $50.9M | 10.92% | 51,114 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $44.8M | 9.61% | 121,057 | Added |
| 4 | GOOGL | ALPHABET INC | $42.7M | 9.16% | 148,571 | Added |
| 5 | AAPL | APPLE INC | $42.7M | 9.15% | 168,208 | Added |
| 6 | CTAS | CINTAS CORP | $35.1M | 7.52% | 207,284 | Added |
| 7 | ASML | ASML HLDG NV | $31.1M | 6.67% | 23,548 | Trimmed |
| 8 | ISRG | INTUITIVE SURGICAL INC | $30.5M | 6.55% | 66,238 | Added |
| 9 | LLY | ELI LILLY & CO | $25.7M | 5.52% | 27,975 | Trimmed |
| 10 | AXP | AMERICAN EXPRESS CO | $25.3M | 5.42% | 83,643 | Added |
| 11 | MCO | MOODYS CORP | $22.3M | 4.77% | 51,008 | Added |
| 12 | PH | PARKER-HANNIFIN CORP | $22.2M | 4.75% | 24,770 | Trimmed |
| 13 | KLAC | KLA CORP | $18.4M | 3.95% | 12,518 | New |
| 14 | GS | GOLDMAN SACHS GROUP INC | $17.5M | 3.75% | 20,657 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $595,027 | 0.13% | 2,857 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $463,947 | 0.10% | 1,898 | Hold |
| 17 | ABBV | ABBVIE INC | $282,737 | 0.06% | 1,300 | Hold |
| 18 | XOM | EXXON MOBIL CORP | $277,733 | 0.06% | 1,637 | New |
| 19 | KO | COCA COLA CO | $243,360 | 0.05% | 3,200 | Hold |
| 20 | MCD | MCDONALDS CORP | $247,389 | 0.05% | 796 | Hold |
| 21 | GOOG | ALPHABET INC | $109,867 | 0.02% | 383 | Hold |
| 22 | ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | Exited |
| 23 | CI | THE CIGNA GROUP | $0 | 0.00% | 0 | Exited |
| 24 | IT | GARTNER INC | $0 | 0.00% | 0 | Exited |
| 25 | GE | GE AEROSPACE | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31